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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,386 | $99,994-70.6% | $146,647-80.0% | $85,851-65.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.54% | 18.93%-6.4pp | 22.75%-10.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $8,275 | $2,559+223.4% | $4,137+100.0% | $2,565+222.6% |
| Participant deferral / active EE | $4,370 | $4,006+9.1% | $5,506-20.6% | $3,952+10.6% |
| Admin fee / account holder | $205 | $7,703-97.3% | $10,281-98.0% | $6,261-96.7% |